Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celina? Claim Your ProfileCelina Whinery is a financial professional who is registered with the state of California. Celina is currently employed by Purshe Kaplan Sterling Investments and is located in Westlake Village, CA. Celina has a history of working in the financial services industry with her first registration beginning in 2007. Celina's prior employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Celina is qualified to provide investment advice and services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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CA
07/16/2024 - Present
Purshe Kaplan Sterling Investments (Westlake Village CA)
CA
09/16/2010 - 05/28/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
CA
06/01/2009 - 06/18/2010
MORGAN STANLEY SMITH BARNEY (OXNARD CA)
CA
06/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OXNARD CA)
BOTH
Issued 09/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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